Morningstar

Performance

Growth of 10,000

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment 0.54 -0.29 1.57 2.05 2.73 22.35 11.61 14.87 13.07 — 13.81
Category -0.19 -0.42 2.19 1.33 3.29 19.72 10.11 12.74 11.50 12.29 —
Index -0.89 -0.23 2.42 1.69 3.12 21.83 11.45 13.80 12.66 13.76 —
Quartile Rank——
Percentile Rank 6 44 74 34 76 31 27 5 11 — —
# of Invest. in Cat. 831 827 813 789 813 729 600 505 334 202 —
HKD |
Investment return as of Feb 07, 2025 |
Category: US Large-Cap Blend Equity as of Feb 07, 2025 |
Index: Morningstar US Large-Mid NR USD as of Feb 07, 2025 |
Earliest Available Feb 06, 2013 |
Time periods greater than 1 year are annualized

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